See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,742 | $226,064-69.6% | $182,532-62.3% | $152,861-55.0% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 22.22% | 192.51%-170.3pp | 148.54%-126.3pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,487 | $4,978-70.1% | $4,076-63.5% | $4,762-68.8% |
| Participant deferral / active EE | $2,952 | $6,368-53.6% | $5,524-46.6% | $5,850-49.5% |
| Admin fee / account holder | $730 | $10,703-93.2% | $8,592-91.5% | $11,596-93.7% |